We guide great people to make smart decisions so they can enjoy an exceptional retirement.
Kansas City
Calendar of Events 2024
FEBRUARY
State of the Markets
University of Kansas
Edwards Campus
Best Auditorium
MARCH
Harvesters Kansas City
Friday, March 1st
1:30 pm - 3:30 pm
JUNE
CASA Back to Basics Drive
This summer, support CASA’s efforts to provide every child we serve with the resources needed thrive by participating in our Back-to-Basics Drive. Items such as undergarments, hygiene items, and hair care products will be collected given CASA children from across community.
Donation Drop Off Location
5200 W 94th Terrace, Suite 208
Prairie Village, KS 66207
Donations Accepted June 20 - July 29
Donations are welcome to be dropped off anytime Mondays – Thursdays 9:00 am - 4:30 pm or Fridays 9:00 am - 2:00 pm. Or donate directly at Amazon.
JULY
Cyber Security Event
Wednesday, July 10
2:00 pm - 3:00 pm
Arts & Heritage Center
8788 Metcalf Avenue
Overland Park, KS 66212
AUGUST
Halftime Report Webinar
Wednesday, August 21st
1:00 pm - 2:00 pm
OCTOBER
Fall Festival
Thursday, October 24
6:00 pm - 9:00 pm
Meadowbrook Club House
9101 Nall Avenue
Prairie Village, KS 66207
NOVEMBER
Year End Tax Planning Webinar
Wednesday, November 20th
12:30 pm - 1:30 pm
Connect with us.
Stay in touch with us on social media, tune into our informational podcasts, or browse our online resources.Wouldn’t It Be Great...
..to feel secure enough with the team you’re working with to help plan your financial future to be able to cut through the confusion and complexity and simply ask: “Now that you know me and my retirement planning desires so well, what would you do if you were me?”
Trustindex verifies that the original source of the review is Google. 
Trustindex verifies that the original source of the review is Google. 
Trustindex verifies that the original source of the review is Google. 
Trustindex verifies that the original source of the review is Google. 
Trustindex verifies that the original source of the review is Google. 
Trustindex verifies that the original source of the review is Google. 
Trustindex verifies that the original source of the review is Google. We're Drowning In Information, But Starving For Wisdom.
There are 32,000 investing vehicles and hundreds of thousands of financial professionals. With such vast options and resources available to you, why don’t you feel more confident in your retirement plan?
Work Together Closely
We work closely with families just like yours to develop a path to a more clear and secure financial retirement.
Always In Your Camp
Retirement Is Complex
We’re Driven To Understand Your Why Before We Get To The How
After all, if your advisory team doesn’t understand your motivations, and how you’ve made financial decisions in the past, how on earth can they help you move forward confidently toward the retirement you’ve always dreamt about?Podcasts
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